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Portfolio (Quarterly) Guide ↗

TRITONPOINT WEALTH, LLC

· CIK 0002008171
13F Portfolio $934M AUM 268 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 16 New 76 Added 128 Reduced 20 Exited
Page 7 of 14  ·  268 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IYJ ISHARES TR 7,330.0 $1.1M 0.12% -275.0 -3.6% $147.54 +7.3%
122 XLE SELECT SECTOR SPDR TR 16,851.0 $1.0M 0.11% -3K -16.2% $61.26 -7.0%
123 AKAM AKAMAI TECHNOLOGIES INC Technology 8,835.0 $1.0M 0.11% -754.0 -7.9% $114.85 +25.8%
124 SMH VANECK ETF TRUST 2,463.0 $944K 0.10% $383.47 +55.3%
125 GE GE AEROSPACE Industrials 3,183.0 $905K 0.10% +85.0 +2.7% $284.26 +11.6%
126 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 1,457.0 $901K 0.10% $618.28 +9.8%
127 LIN LINDE PLC Basic Materials 1,810.0 $897K 0.10% +117.0 +6.9% $495.69 +2.5%
128 DIS DISNEY WALT CO Communication Services 9,276.0 $894K 0.10% -509.0 -5.2% $96.38 +8.1%
129 ZTS ZOETIS INC Healthcare 7,440.0 $879K 0.09% -2K -20.7% $118.21 -32.1%
130 ADP AUTOMATIC DATA PROCESSING IN Industrials 4,199.0 $860K 0.09% -246.0 -5.5% $204.85 +6.2%
131 IYH ISHARES TR 13,625.0 $840K 0.09% -463.0 -3.3% $61.64 +1.6%
132 AXP AMERICAN EXPRESS CO Financial Services 2,758.0 $834K 0.09% +26.0 +0.9% $302.53 +3.3%
133 SYK STRYKER CORPORATION Healthcare 2,511.0 $827K 0.09% +115.0 +4.8% $329.41 -7.1%
134 COP CONOCOPHILLIPS Energy 6,226.0 $822K 0.09% -248.0 -3.8% $132.00 -12.8%
135 JEPQ J P MORGAN EXCHANGE TRADED F 14,681.0 $815K 0.09% -1K -6.9% $55.52 +9.4%
136 PFE PFIZER INC Healthcare 28,974.0 $814K 0.09% +162.0 +0.6% $28.08 -6.7%
137 MMM 3M CO Industrials 5,530.0 $803K 0.09% -47.0 -0.8% $145.23 +6.8%
138 GS GOLDMAN SACHS GROUP INC Financial Services 932.0 $788K 0.08% -51.0 -5.2% $845.99 +17.8%
139 FDX FEDEX CORP Industrials 2,073.0 $741K 0.08% -657.0 -24.1% $357.62 +15.1%
140 BERKSHIRE HATHAWAY INC DEL 1.0 $718K 0.08% $718140.00
Page 7 of 14  ·  268 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.2%
Financial Services 16.0%
Industrials 12.5%
Healthcare 11.5%
Communication Services 11.1%
Consumer Cyclical 10.5%
Consumer Defensive 6.7%
Energy 3.6%
Utilities 2.0%
Real Estate 2.0%